A Tax Reporting Best Practices

Use these best practices for Tax Reporting.

Best practices describe effective ways to use a feature. The following table provides links to the best practices mentioned in this guide.

Category	Best Practice For	See this Section
Creating Alternate Hierarchies	Working with shared hierarchies	Creating Shared Members
Account Dimensions	Defining accounts	Defining Account Tax Attributes
Entity Dimension	Defining Entity	Entity Dimension
Movement Dimension	Defining Movement	Movement Dimension
Dimension Hierarchies	Setting up dimension hierarchy levels	Working with Dimension Hierarchies Using the Navigator
Tax Automation	Setting Equity Accounts	Creating Tax Automation Using Multiple Rule Combinations
Working with Dimensions	Adding Jurisdiction and Currency members	Dimensions Overview
Custom Dimensions	Creating Custom dimensions based on your application (hybrid mode) need	Adding Custom Dimensions (Hybrid mode only)
Loading Data	Importing the data file	Loading the Data Import File
Foreign Exchange (FX) Rate	Entering foreign exchange rates - national and regional	Working with National FX Rates Working with Regional FX Rates
Application Database	Working with the application database	Refreshing the Database
Hybrid Mode	Migrating to Hybrid for enhanced performance	Updates Performed as Part of Hybrid Optimization
Data Integration	Exporting Data	Best Practices for Data Integration
Navigation Flow	Avoid excessive scrolling on the Home page and within cards and tabs	Navigation Flow Design Best Practices and Naming Considerations
Using Member Formulas	Defining or editing member formulas in the Simplified dimension editor	Best Practices for Member Formulas
Auditing Data	Maintaining audit tables	Viewing Audit Details
Auditing Tasks	Working with audit tables	Viewing Task Manager and Supplemental Data Audit Details
Monitoring Your Application	Monitoring your application to understand application usage	Working with Activity Reports and Access Logs
Managing Applications	Deleting an application	Removing an Application
Supplemental Data Manager Form Templates	Mapping supplemental data	Form Template Sections: Mapping Tab
Task Manager Schedules	Overriding parameters when creating schedules from templates	Setting Task Type Parameters Creating Schedules from Templates
Setting Schedule Status	Manage the schedule lifecycle by setting the schedule status	Setting Schedule Status

For additional information, refer to Troubleshooting Cloud EPM Issues in Operations Guide